Important Overlooked Tax Planning Facet of Secure Act 2.0

In this 2-minute video, Andrew Rafal and Brian Hartstein discuss the new rule regarding community property laws to determine ownership using the noninvolvement exception to avoid attribution.

Learn more at our upcoming CE lunch event on June 7th on Creative Multiple Entity Planning (MEP) for Business Owners.

  • June 7, 2023 – 11:30 am – 1:00 pm
  • Seasons 52 at Biltmore – 2502 E. Camelback Rd., Phoenix, AZ 85016

 

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